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| BUY | 9.940 | Peter Brieger | True Energy (TUI-T) and TKE Energy (TKE.UN-T) are merging and he likes the deal. TKE by itself is about a 4,000 equivalent per day and this will go to about 14,000. | 2005-10-18 | |
| HOLD | 10.950 | Peter Brieger | TKE Energy Trust (TKE.UN-T) and True Energy (TUI-T) are entering into a merger. Would buy the new exploreco that will be spun out. Expects production will triple. Hopefully the street will pick up coverage on that. | 2005-10-04 | |
| BUY | 11.390 | Peter Brieger | Has gone through a transformation through its merger with True Energy (TUI-T). Buying for new accounts. The merger increases their current production rate from 4,000 BOE's to 15,000. Yield of 12%. | 2005-09-15 | |
| BUY | 11.140 | Glenn MacNeill, P.Eng. | Good sized trust. President of True Energy (TUI-T) will take over as president which is a good move. | 2005-09-02 | |
| BUY | 9.890 | Peter Brieger | For pure gas income trust plays, prefers TKE Energy Trust (TKE.UN-T), Progress Energy (PGX.UN-T), Thunder Energy (THY.UN-T) and Peyto (PEY.UN-T). In the producer area Storm Exploration (SEO-T) because it was incredibly cheap at $4.60. Would sell when it gets near $7. | 2005-08-17 | |
| BUY | 9.880 | Peter Brieger | A major natural gas player. Yields about 14%. The payout ratio is going to drop to close to 60% this year. The major problem is that only one broker covers it and he is negative. Consolidation is going on and it could get taken out. | 2005-07-21 | |
| DON'T BUY | 9.700 | Glenn MacNeill, P.Eng. | Has a reasonably good slate of prospects in front of it. Debt is a little high. Distribution arrangement is a little high. Pretty illiquid for his holdings. | 2005-07-08 | |
| BUY | 9.690 | Peter Brieger | Heavily weighted towards natural gas. Payout ratio to the end of the 1st quarter was 78%, but with the prodcution coming on it will be closer to 52% which is where the company wants it. Debt free. Good reserve life. Low coverage, but as it matures, will be discovered by the street. | 2005-06-29 | |
| Comment | 9.900 | Michael Sprung | Doesn't know it well. Yield is pretty high at 14.5%. Would have to do a lot more homework on as he would be suspicious with the size of the yield. He also thinks there's a large number of exchangables outstanding which could result in some dilution. | 2005-06-24 | |
| BUY | 9.180 | Glenn MacNeill, P.Eng. | Have interesting slate of plays in front of them. | 2005-06-07 | |
| DON'T BUY | 9.100 | Garth Jestley | Small cap, so doesn't follow actively. Part of the decline is due to the decline in the overall sector. 70% payout ratio may be a little high. | 2005-06-03 | |
| BUY | 9.000 | Peter Brieger | The biggest risk is that nobody is really following it. Good price. | 2005-05-30 | |
| BUY | 8.610 | Peter Brieger | In spit of terrible chart, buying for new accounts. Fundamentals are absolutely 1st class. Payout ratio by the end of 2005 will be back to about 50/60%. Expect to exit the year with 4,800 BOE's a day. Debt to cash flow is .6. By the end of 2005 the combined capital expenditure plus distributions will be less than 100%. Reserve life 10 years plus. | 2005-05-18 | |
| DON'T BUY | 9.350 | Glenn MacNeill, P.Eng. | A relatively small royalty trust. Yields about 14.4%. Paying out about 88% of its cash flow. If you combine the payout distribution and the capx, it's paying out about 130% which will be difficult to sustain. Reasonably good group of properties. Expects relatively flat production over the next several years. | 2005-04-29 | |
| BUY | 10.170 | Peter Brieger | 72% gas and the rest light oil. No heavy oil. Payout ratio of about 55%. The percentage of earnings taxable is very, very low. Yields about 14%. | 2005-04-26 | |
| DON'T BUY | 9.990 | Dean Orrico | Relatively small market cap. Daily production probably less than 5,000 barrels. Relatively high payout ratio. | 2005-04-22 | |
| DON'T BUY | 9.750 | Matt Baillie | A very small cap story, so they don't own it because there's a little more risk. A high yielding stock. Payout ratio might be a little higher than he would be comfortable with. | 2005-04-08 | |
| BUY | 9.650 | Peter Brieger | Natural gas oriented. Has a long reserve life and is replacing its reserves and production on a per unit basis. Spending less than 100% of cash flow on distributions and capital spending. | 2005-04-05 | |
| DON'T BUY | 10.750 | Matt Baillie | Q: Viking (VKR.UN-T) versus TKE (TKE.UN-T). A: TKE (Tusk) is a newer type of trust using a low payout ratio making it a more sustainable model, but it does have a low reserve life. | 2005-03-16 | |
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| DON'T BUY | 10.750 | Bill Carrigan | Hard to chart a stock that's only been around for 3 months. An energy trust is subject to 2 risks, interest rates and commodity risks. If the crude price drops, and an uptick in interest, you could see a correction. Would be nervous on this one. | 2005-03-15 | |
| BUY | 11.280 | Peter Brieger | Just bought as it is one of the highest yielding trusts. Natural gas oriented. | 2005-02-24 | |
| BUY | 11.280 | Peter Brieger | Just bought as it is one of the highest yielding trusts. Natural gas oriented. | 2005-02-24 | |
| BUY | 10.550 | Peter Brieger | A relatively long life gas play. Sold Focus (FET.UN-T) to buy this for the higher payout. | 2005-02-11 | |
| VAGUE | 9.400 | Peter Brieger | Low debt, 72% gas, 28% light oil, payout ratio of only 60% and a 9 year reserve life. Distribution is over 15%. Could be an undiscovered gem. The negative is that it tried unsuccessfully to sell itself to other trusts around Calgary. Volumes are building up. Is looking into it. | 2005-01-27 |
